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Evidence Guide: BSBATSIL511 - Lead the organisation’s strategic planning cycle

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBATSIL511 - Lead the organisation’s strategic planning cycle

What evidence can you provide to prove your understanding of each of the following citeria?

Establish strategic planning process

  1. Agree to a documented strategic planning process with other board members
  2. Identify and allocate resources to undertake strategic planning
Agree to a documented strategic planning process with other board members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and allocate resources to undertake strategic planning

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and review organisation’s values, vision and purpose

  1. Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
  2. Identify agreed values, vision and purpose of the organisation with other board members
  3. Ensure organisation’s values, vision and purpose are documented and endorsed by the board
Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify agreed values, vision and purpose of the organisation with other board members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure organisation’s values, vision and purpose are documented and endorsed by the board

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse internal and external factors that could impact on organisation’s strategic plan

  1. Review and evaluate the previous strategic plan
  2. Identify and analyse community aspirations, interests and needs
  3. Identify and analyse changing government policy and funding that might affect the organisation
  4. Identify and analyse emerging and predicted trends
  5. Identify and analyse potential for strategic alliances and partnerships
  6. Seek advice from appropriate experts when necessary
Review and evaluate the previous strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse community aspirations, interests and needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse changing government policy and funding that might affect the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse emerging and predicted trends

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse potential for strategic alliances and partnerships

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek advice from appropriate experts when necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish strategic objectives and strategies

  1. Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken
  2. Ensure objectives and strategies are achievable and benchmarked against industry and community standards
  3. Identify and document factors that may affect achievement of objectives
Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure objectives and strategies are achievable and benchmarked against industry and community standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and document factors that may affect achievement of objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and evaluate strategic performance

  1. Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period
  2. Monitor and evaluate progress reports against the plan to identify successes and performance gaps
  3. Review and revise strategic objectives and strategies with other board members where necessary
Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and evaluate progress reports against the plan to identify successes and performance gaps

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review and revise strategic objectives and strategies with other board members where necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and review organisation’s values, vision and purpose

  1. Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
  2. Identify agreed values, vision and purpose of the organisation with other board members
  3. Ensure organisation’s values, vision and purpose are documented and endorsed by the board
Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify agreed values, vision and purpose of the organisation with other board members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure organisation’s values, vision and purpose are documented and endorsed by the board

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse internal and external factors that could impact on organisation’s strategic plan

  1. Review and evaluate the previous strategic plan
  2. Identify and analyse community aspirations, interests and needs
  3. Identify and analyse changing government policy and funding that might affect the organisation
  4. Identify and analyse emerging and predicted trends
  5. Identify and analyse potential for strategic alliances and partnerships
  6. Seek advice from appropriate experts when necessary
Review and evaluate the previous strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse community aspirations, interests and needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse changing government policy and funding that might affect the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse emerging and predicted trends

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse potential for strategic alliances and partnerships

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek advice from appropriate experts when necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish strategic planning process

1.1 Agree to a documented strategic planning process with other board members

1.2 Identify and allocate resources to undertake strategic planning

2 Develop and review organisation’s values, vision and purpose

2.1 Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

2.2 Identify agreed values, vision and purpose of the organisation with other board members

2.3 Ensure organisation’s values, vision and purpose are documented and endorsed by the board

3 Analyse internal and external factors that could impact on organisation’s strategic plan

3.1 Review and evaluate the previous strategic plan

3.2 Identify and analyse community aspirations, interests and needs

3.3 Identify and analyse changing government policy and funding that might affect the organisation

3.4 Identify and analyse emerging and predicted trends

3.5 Identify and analyse potential for strategic alliances and partnerships

3.6 Seek advice from appropriate experts when necessary

4 Establish strategic objectives and strategies

4.1 Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken

4.2 Ensure objectives and strategies are achievable and benchmarked against industry and community standards

4.3 Identify and document factors that may affect achievement of objectives

5 Monitor and evaluate strategic performance

5.1 Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period

5.2 Monitor and evaluate progress reports against the plan to identify successes and performance gaps

5.3 Review and revise strategic objectives and strategies with other board members where necessary

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish strategic planning process

1.1 Agree to a documented strategic planning process with other board members

1.2 Identify and allocate resources to undertake strategic planning

2 Develop and review organisation’s values, vision and purpose

2.1 Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

2.2 Identify agreed values, vision and purpose of the organisation with other board members

2.3 Ensure organisation’s values, vision and purpose are documented and endorsed by the board

3 Analyse internal and external factors that could impact on organisation’s strategic plan

3.1 Review and evaluate the previous strategic plan

3.2 Identify and analyse community aspirations, interests and needs

3.3 Identify and analyse changing government policy and funding that might affect the organisation

3.4 Identify and analyse emerging and predicted trends

3.5 Identify and analyse potential for strategic alliances and partnerships

3.6 Seek advice from appropriate experts when necessary

4 Establish strategic objectives and strategies

4.1 Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken

4.2 Ensure objectives and strategies are achievable and benchmarked against industry and community standards

4.3 Identify and document factors that may affect achievement of objectives

5 Monitor and evaluate strategic performance

5.1 Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period

5.2 Monitor and evaluate progress reports against the plan to identify successes and performance gaps

5.3 Review and revise strategic objectives and strategies with other board members where necessary